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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,720 | $58,258-9.5% | $81,820-35.6% | $80,925-34.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.30% | 41.76%-30.5pp | 777.93%-766.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $2,662 | $2,345+13.5% | $2,915-8.7% | $2,756-3.4% |
| Participant deferral / active EE | $4,126 | $3,284+25.6% | $4,323-4.6% | $4,299-4.0% |
| Admin fee / account holder | $3,157 | $4,976-36.6% | $7,391-57.3% | $6,940-54.5% |